← Agency AutopilotCONTENT HISTORY
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Update to Agency Autopilot
Snapshot Nov 12, 2026 · 00:09 UTC · version 1.13.2
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{
"description": "First-run guide for Agency Autopilot (also called Agency MCP). Use when the user has just installed or connected it, asks how to set it up, what it can do, what to do first, says \"set up my first client\", \"get started\", \"is it working\", \"test it\", or opens a fresh session with a greeting or a vague first request about marketing, clients or accounts. Calls get_started and explains the value in the agency's own terms, then offers one thing to run right now, and, if no client is set up yet, sets up the first one in the chat.",
"included_files": [],
"name": "start",
"skill_md_contents": "---\nname: start\ndescription: First-run guide for Agency Autopilot (also called Agency MCP). Use when the user has just installed or connected it, asks how to set it up, what it can do, what to do first, says \"set up my first client\", \"get started\", \"is it working\", \"test it\", or opens a fresh session with a greeting or a vague first request about marketing, clients or accounts. Calls get_started and explains the value in the agency's own terms, then offers one thing to run right now, and, if no client is set up yet, sets up the first one in the chat.\n---\n\n# Start\n\n1. Call `get_started`. It returns what this agency has connected, its clients and what is\n linked to each, a `status`, the single `next_step`, and `try_next` prompts.\n2. Answer in under 150 words, in the agency's units (clients, leads, spend, reports), never in\n tool names:\n - One sentence on what this is: their clients' Google, Meta, WordPress and CRM accounts,\n readable and workable from this chat, with every change previewed before it happens.\n - What is ready for them right now, naming their actual clients.\n - The `next_step`, only if `status` is not `ready`. If it is a dashboard step, give the link.\n - If `status` is `no_clients`, do not send them to the dashboard: call `suggest_clients`, name the\n likeliest businesses, ask once what else the business has (Google Ads, Facebook or Instagram ads,\n Business Profile, website and whether it is WordPress, CRM) and connect what is missing, then create\n the one they pick with `create_client` (preview, then confirm) and close anything in its `client_setup`.\n - A business they do not manage yet (a pitch): the `prospect-audit` skill — `audit_prospect` works\n with nothing connected; `create_prospect_report` publishes the page to send.\n - New to marketing, or wants Agency Autopilot to lead a client end to end: the `run-client` skill (`client_playbook`) — onboarding, tracking, website, ads and the weekly cycle, one previewed step at a time.\n - Where a client ranks, or rankings for a report: the `rank-tracking` skill (`rank_track`, `rank_report`).\n - A site the agency built in code: the `site-tracking-in-code` skill (ids and snippets from\n `tracking_spec`, edits in the codebase, `site_check` to verify). Never edit a codebase through\n the connector; it has no tool for that.\n - If a tool says an account \"is not linked to any of your clients\" and a client exists, use\n `link_account` (preview, then confirm) rather than sending them to the dashboard.\n - If a platform they want is not connected, or they want a second login or a link for a client\n to connect their own accounts, use the `connect-accounts` skill (the connect tools (`connect_google`, `connect_meta`, …),\n `client_access_link`). Never ask for a token or password in the conversation.\n - The journey to lead them through, one step at a time and always offering the next: first client →\n Autopilot set-up → its search plan, approved → once a client is running, \"want more clients like this?\"\n (the `find-prospects` skill) → when one says yes, the agreement (the `sign-clients` skill) → the new\n client's set-up. Follow `get_started`'s `next_step` for where each client stands.\n - If they ask what is new, read `whats_new` and name the two or three most useful additions.\n3. End by offering to run the first `try_next` item immediately, as a question. If no client is set up\n yet, the offer is always the same one: \"Want me to set up your first client now? It takes about a\n minute.\" Most people who connect never take a first step (10/20/26: 63% of sign-ups in two weeks),\n so make this one obvious and easy.\n\nIf they ask \"what can you do for <client>?\", call `get_started` if you have not already, then\nanswer for THAT client only: which channels are linked, three things you can do with them\n(a report, a diagnosis, a change that would be previewed first), and offer to do the first one.\n"
}SHA-256 of public snapshot: dec30ba5c1725f94379f0fd98d060921fe78944fcd9b7f895d537235c028b055